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Building 2VERDE CAPITAL MANAGEMENT, INC.

Map pinCLARKSTON, MI
Phone248-528-1870
NotebookSEC #801-69167
Total AUM
$749.8M
Employees
16
Clients
771

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8031 ORTONVILLE ROAD
SUITE 210
CLARKSTON
MI 48348
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
248-528-1870

ReceiptFinancials

Total AUM
$749.8M
Accounts
4,197
Discretionary
$722.3M
Accounts
3,413
Non-Discretionary
$27.5M
Accounts
784

ContactClients

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Individual Clients
528
AUM
$189M
HNW Individual Clients
218
AUM
$519.8M
Pension/Profit Sharing Plan Clients
20
AUM
$21.2M
Charitable Organization Clients
2
AUM
$15.2M
Corporation or Business Clients
3
AUM
$4.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMINCNHNYOHSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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